Matt

🚨 5 RARE EARTH STOCKS YOU SHOULD BE MONITORING RN BEFORE TALKS WITH CHINA IN MAY 1. $UAMY - Produces antimony (key for flame retardants, batteries, ammo & defense alloys), zeolite, and precious metals. Operates the only major US antimony smelter and is ramping up domestic supply. 2. $UUUU - Leading US uranium producer that’s also processing rare earth oxides (including heavy REEs like dysprosium & terbium) at its White Mesa Mill using monazite feedstock — building a domestic mine-to-magnet supply chain. 3. $MP - America’s largest scaled rare earth company. Owns/operates the Mountain Pass mine (only major US rare earth mine) and is vertically integrating into NdPr oxide, metal, and permanent magnet production for EVs, wind, robotics & defense. 4. $NB - Advancing the Elk Creek project (Nebraska) for niobium, scandium & titanium production, with potential rare earth elements. Critical for high-strength alloys, aerospace, and magnets. 5. $AREC - Focuses on extracting & refining rare earth and critical mineral concentrates from coal waste streams and recycling (via ReElement tech) for permanent magnets, batteries, and semiconductors. Low-capex circular approach. Geopolitics around rare earths & critical minerals is heating up fast — China dominance in processing is a big national security angle. These are the US-focused names getting attention.

Uranium & nuclear energy stocks will go more parabolic than $GME Gamestop & the Silver squeeze combined, dogecoin still has a larger marketcap than pretty much all the U.S. uranium producers combined. $Leu $uec $uuuu No AI growth without baseload power.